Position in CP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$313,499
+$28,908 QoQ
Shares Held
3,618
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#181
of 322 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $654,687 across 6 Railroads names. CP ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,618 | $313,499 | |
| 2 | UNP |
Union Pacific Corp
|
634 | $172,448 | |
| 3 | NSC |
Norfolk Southern Corp
|
387 | $121,746 | |
| 4 | CSX |
Csx Corp
|
581 | $27,614 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
66 | $17,793 | |
| 6 | RAIL |
FreightCar America, Inc.
|
163 | $1,587 |
All Filings in CP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,499 | 3,618 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $284,591 | 3,618 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $266,393 | 3,618 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $329,096 | 4,418 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $350,214 | 4,418 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $310,187 | 4,418 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $522,366 | 7,218 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $617,427 | 7,218 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $570,162 | 7,242 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $802,964 | 9,107 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,190 | 53 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,943 | 53 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,280 | 53 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,077 | 53 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||